Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$57B
AUM Growth
+$5.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,866
New
Increased
Reduced
Closed

Top Buys

1
+$287M
2
+$142M
3
+$110M
4
DHR icon
Danaher
DHR
+$78.7M
5
META icon
Meta Platforms (Facebook)
META
+$78.2M

Top Sells

1
+$101M
2
+$99.4M
3
+$87.7M
4
GEV icon
GE Vernova
GEV
+$53.5M
5
MANH icon
Manhattan Associates
MANH
+$36.9M

Sector Composition

1 Technology 18.1%
2 Financials 13.98%
3 Industrials 10.71%
4 Consumer Discretionary 8.36%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$718K ﹤0.01%
92,585
-3,073
1302
$712K ﹤0.01%
19,301
+138
1303
$709K ﹤0.01%
+12,445
1304
$708K ﹤0.01%
78,189
-448
1305
$708K ﹤0.01%
14,073
-395
1306
$707K ﹤0.01%
7,961
-720
1307
$706K ﹤0.01%
+6,248
1308
$704K ﹤0.01%
+14,000
1309
$704K ﹤0.01%
32,961
+5,915
1310
$704K ﹤0.01%
32,882
+516
1311
$703K ﹤0.01%
23,471
+8,107
1312
$703K ﹤0.01%
14,853
+5,486
1313
$703K ﹤0.01%
41,340
+21,232
1314
$702K ﹤0.01%
7,647
-9,890
1315
$701K ﹤0.01%
124,087
+823
1316
$701K ﹤0.01%
28,525
1317
$701K ﹤0.01%
3,090
+1,514
1318
$700K ﹤0.01%
15,789
+919
1319
$700K ﹤0.01%
13,096
-1,591
1320
$699K ﹤0.01%
15,626
+124
1321
$692K ﹤0.01%
55,784
+6,996
1322
$691K ﹤0.01%
+56,469
1323
$690K ﹤0.01%
71,385
-399
1324
$689K ﹤0.01%
+775,105
1325
$683K ﹤0.01%
26,535
+187
51 52
53
54 55